Overview

The Billing App makes it easy to manage all aspects of client billing, from creating products, invoices, and subscriptions to sharing payment links and setting up a branded product store. It also provides clients with a seamless way to pay, track invoices, and manage their payment methods.

App setup

Payout account

If you plan to use the Billing App, you need to first connect a payout account. This lets us send money to you when clients pay you. In all transactions, Copilot acts as the merchant, which means that money first flows to us, and then we immediately send it out to you. You can connect a payout account on the Settings > Payout account page.

Allow payment via credit card

Turn this on if you want your clients to be able to select credit cards as their payment method. Note that this is a default setting, and you can override it when creating an invoice or subscription.

Allow payment via ACH

Turn this on if you want your clients to be able to select ACH as their payment method. ACH is only supported for USD. For other currencies, this preference is ignored. Note that this is a default setting, and you can override it when creating an invoice or subscription.

Absorb transaction fees

Turn this on if you want to absorb payment processing fees. Note that this is a default setting, and you can overwrite it when creating an invoice or subscription.

Default memo

This will pre-fill the memo field when you create a new invoice or subscription.

Billing App Features

To explore specific features in the Billing App, check out the following articles:

• Products

• Invoicing

• Subscriptions

• Payment Links

• Product Store

• Client Billing Experience

• Fees & Payment Reconciliation